About diverinvest

At DiverInvest we are defined by rigour, transparency, creativity and responsibility.

We invest with only your objectives in mind. We do not have a proprietary product, which gives us independence and flexibility.

We offer customised services, which makes us the perfect partner if you seek a company that offers you comprehensive advice.

Your interests are our own.

Headquartered in Barcelona, our international know-how converts us into a company that invests globally wherever good investment opportunities arise.

As an Independent Financial Assessment Company (EAF), DiverInvest is authorised and regulated by the Spanish National Securities Market Commission (CNMV), with registration no. 15. Supervised by the SEPBLAC, member of the Association of Economists of Madrid and member of the Association of Economists of Catalonia.

Our methodology is based on:

  1. Long-term strategy
  2. Risk control and cost control
  3. Implementation and monitoring of all investments
  4. Global reporting and consolidated position

Mission

Offer our customers comprehensive wealth advisory services, providing a customised solution adapted to the needs and objectives of each customer through the evaluation of the investment opportunities offered by the market. And strive every day to build lasting relationships and bonds of trust with customers and advisors.

Vision

DiverInvest enables individuals’ and families’ wealth to pass from one generation to another. We believe that our ability to meet and exceed our customers’ expectations and our genuine commitment to each is a differentiating factor.

OUR
VALUES

PROFESSIONAL AND PERSONAL ETHICS

DiverInvest, committed to collaborating towards building a better world since its foundation, continuously evaluates responsible investment products that will positively impact society and environmental conservation.

GLOBALITY

Headquartered in Barcelona, our know-how enables us to analyse international products within a global environment and select the products that best adapt to our customers and their values.

TECHNOLOGY

At DiverInvest we are committed to continuous improvement by applying new technologies to improve processes, which gives us greater agility and allows us to analyse our customers’ Asset Allocation and portfolio evolution in greater depth.

CUSTOMER FOCUS

Each customer is unique and so are their needs, requirements and wealth. Therefore, we believe that the best management is to create a custom portfolio accompanied by financial planning that will help them to achieve their objectives. All in accordance with their financial knowledge and degree of aversion to risk.

TRUST

Although we embarked on our journey in the midst of one of the greatest financial crises in history (2007), DiverInvest was capable of overcoming it successfully, preserving our customers’ wealth in spite of the difficult scenario.

Team